Exploring July 2026's Undervalued Small Caps With Insider Activity

Via Transportation, Inc. Class A

Via Transportation, Inc. Class A

VIA

0.00

The United States market has experienced a period of stability over the last week, maintaining its impressive 17% growth over the past year with expectations for earnings to grow at a similar rate annually. In such an environment, identifying small-cap stocks that may be undervalued and exhibit insider activity can offer potential opportunities for investors seeking to capitalize on these market dynamics.

Top 10 Undervalued Small Caps With Insider Buying In The United States

Name PE PS Discount to Fair Value Value Rating
Industrial Logistics Properties Trust NA 1.2x 46.15% ★★★★★★
Onterris 165.1x 0.9x 28.74% ★★★★★☆
Kingstone Companies 9.4x 1.3x 35.38% ★★★★☆☆
Angel Oak Mortgage REIT 13.9x 6.3x 23.34% ★★★★☆☆
Modiv Industrial NA 3.8x 49.34% ★★★★☆☆
Auburn National Bancorporation 10.9x 2.7x 12.34% ★★★☆☆☆
Shore Bancshares 12.3x 3.5x 45.45% ★★★☆☆☆
Similarweb NA 2.2x 15.78% ★★★☆☆☆
Via Transportation NA 3.5x 49.93% ★★★☆☆☆
Angel Studios NA 2.0x 15.76% ★★★☆☆☆

Underneath we present a selection of stocks filtered out by our screen.

Gloo Holdings (GLOO)

Simply Wall St Value Rating: ★★★★★☆

Overview: Gloo Holdings is a company involved in the Gloo Segment with operations contributing to its market capitalization of $1.23 billion.

Operations: The company's revenue has shown an upward trend, reaching $123.89 million in the most recent period. Despite this growth, it faces significant challenges with profitability, as evidenced by a net income margin of -1.35% in the latest report. The gross profit margin has improved to 26.72%, indicating better cost management relative to revenue increases over time. Operating expenses remain high, particularly in areas such as sales and marketing and general administrative costs, impacting overall financial performance.

PE: -1.5x

Gloo Holdings, a small player in its sector, has shown promising growth potential despite recent volatility. With earnings projected to grow over 105% annually, the company is focused on strategic acquisitions and enhancing its platform with AI. Recent equity offerings raised $22.75 million at $3.25 per share, reflecting insider confidence in its future prospects. Although reliant on external borrowing for funding, Gloo's revenue guidance for fiscal 2026 was raised to US$195 million amid a significant sales increase from last year.

GLOO Share price vs Value as at Jul 2026
GLOO Share price vs Value as at Jul 2026

Patria Investments (PAX)

Simply Wall St Value Rating: ★★★☆☆☆

Overview: Patria Investments is an asset management firm primarily focused on private equity, infrastructure, and credit investments, with a market capitalization of approximately $1.96 billion.

Operations: The company's revenue primarily comes from asset management, with a gross profit margin that has fluctuated between 59.80% and 78.37% over the observed periods. Operating expenses have varied, reaching up to $92.90 million recently, impacting net income margins which have ranged from 18.07% to 57.78%.

PE: 24.5x

Patria Investments, a smaller U.S. stock, is catching attention with its forecasted 34% annual earnings growth. Despite recent challenges like being dropped from the Russell 2000 Dynamic Index and a dip in Q1 net income to US$2.3 million from US$15.7 million last year, insider confidence remains evident through share purchases by key figures in the past months. The company's reliance on external borrowing for funding adds risk but also potential for strategic growth adjustments.

PAX Share price vs Value as at Jul 2026
PAX Share price vs Value as at Jul 2026

Via Transportation (VIA)

Simply Wall St Value Rating: ★★★☆☆☆

Overview: Via Transportation operates as a technology company specializing in providing on-demand public mobility solutions and software for transit systems, with a market cap of approximately $3.5 billion.

Operations: VIA generates revenue primarily through its operations, with a recent figure of $463.13 million. The company has experienced fluctuations in its gross profit margin, which was 39.31% as of the latest period. Operating expenses, including significant allocations to R&D and sales & marketing, contribute to its net losses despite revenue growth over time.

PE: -16.3x

Via Transportation, a US-based company with a focus on transit solutions, has recently launched an AI-driven Scheduling and Supply Studio to enhance efficiency for transit agencies. Despite reporting a net loss of US$20.15 million in Q1 2026, revenue increased to US$127.43 million from the previous year. Insider confidence is evident with recent share purchases, reflecting belief in future growth potential despite current unprofitability and volatile share prices. Revenue is expected to grow annually by 17.84%.

VIA Share price vs Value as at Jul 2026
VIA Share price vs Value as at Jul 2026

Where To Now?

  • Embark on your investment journey to our 60 Undervalued US Small Caps With Insider Buying selection here.
  • Have you diversified into these companies? Leverage the power of Simply Wall St's portfolio to keep a close eye on market movements affecting your investments.
  • Streamline your investment strategy with Simply Wall St's app for free and benefit from extensive research on stocks across all corners of the world.

Searching for a Fresh Perspective?

  • Explore high-performing small cap companies that haven't yet garnered significant analyst attention.
  • Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management.
  • Find companies with promising cash flow potential yet trading below their fair value.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.